Sowell Financial Services LLC

Position in VST — Vistra Corp.

CIK 1633697 NORTH LITTLE ROCK, AR

Position in VST

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$642,451

+$21,138 QoQ

Shares Held

4,050

-2.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#809

of 1,395 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Sowell Financial Services LLC holds $5,026,012 across 5 Utilities - Independent Power Producers names. VST ranks #5 (12.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KEN	Kenon Holdings Ltd.	25,403	$1,698,444
2	OKLO	Oklo Inc.	23,313	$1,219,969
3	CEG	Constellation Energy Corp	3,101	$770,195
4	NRG	Nrg Energy, Inc.	4,758	$694,953
5	VST	Vistra Corp. This page	4,050	$642,451

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$642,451	4,050	-2.0%	Shares	Sole	2026-07-20
2026-03-31	$621,313	4,133	-26.9%	Shares	Sole	2026-04-20
2025-12-31	$912,482	5,656	-15.2%	Shares	Sole	2026-01-21
2025-09-30	$1,307,374	6,673	-5.6%	Shares	Sole	2025-10-17
2025-06-30	$1,369,849	7,068	+3.3%	Shares	Sole	2025-07-14
2025-03-31	$803,524	6,842	-34.4%	Shares	Sole	2025-04-17
2022-09-30	$218,988	10,428	+328.4%	Shares	Sole	2022-11-15
2021-03-31	$43,033	2,434	-10.4%	Shares	Sole	2021-05-07
2020-12-31	$53,396	2,716	+820.7%	Shares	Sole	2021-01-13
2020-09-30	$5,563	295	-46.3%	Shares	Sole	2020-11-12
2020-06-30	$10,222	549	0.0%	Shares	Sole	2020-08-13
2020-03-31	$8,762	549	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.